TOP PICK
(A Top Pick Mar 8/07. Up 17%.) Buy it, put it away for a year and you should do all right. His model price is $78.95, a 60% positive differential.
TOP PICK
In the top 10 of his US Value 50 fund. All the large Brokers are cheap. There has been a slight decrease in earnings revisions. His model price is $83.89, an 87% positive differential.
TOP PICK
He has a model price of $40.10, which is a 76% positive differential. Has up its dividends considerably and has positive earnings revisions.
PAST TOP PICK
(A Top Pick Mar 8/07. Down 1% total return.) Still likes this. Model price of $56.59 has been coming down as they adjust earnings going forward. Still a 46% positive differential.
PAST TOP PICK
(A Top Pick Mar 8/07. Up 10% including dividends.) Same valuation today as it was a year ago so it is an excellent opportunity in technology. He would buy it here at around $20. In a month would sell at about $22-$24 as the model price would have decreased, and get in again in the fall sometime. Model price is $28.48, a 37% upside.
DON'T BUY
Model price is $1.74 giving it a negative 75% differential.
DON'T BUY
Still expensive to him. His model prices $41.52. That is an -11% differential. If it gets around $35.70, it would become real interesting to him.
BUY ON WEAKNESS
He has a model price of $68.85, a 32% positive differential. When it gets down to $44 again, it would be a Buy.
COMMENT
Canadian Banks: - Trade all Canadian banks here and you should do quite well. Do not buy and hold.
DON'T BUY
Wouldn't buy this one here. Not mispriced. Sold his holdings when he became bullish on the Cdn$. Very difficult to calculate a model price because the valuation is not on earnings but on NAV.
DON'T BUY
Very expensive. He has a model price of $32.33, which is a -12% differential. If he were going to buy, he would wait for the $32.50 level.
COMMENT
A lot of news, but the analysts are taking a dim view of it. He is waiting for all the good news to actually add to earnings estimates, which would positively affect the stock. His model price is $24.27, a 47% positive differential. Very expensive stock. He thinks it is reaching a heavy resistance level at around $17. It needs really good news in terms of estimates to break above this level. It's in a trading level and could see a low of $11 again if the oil group got bearish again.
DON'T BUY
Has had a very nice correction here, but his model price is $63.70, a -25% differential. Too expensive for him.
DON'T BUY
Getting close to his model price of $32.59. That's a negative 6% differential. When the Reuters acquisition closes that will come on its balance sheet making it look quite a bit different. He guesses that his model price will deteriorate further.
SELL
His model price is $72.13 so the stock is now above his model price by about 4%.